The Biggest Mistake in Trusts: Funding
Posted on November 28, 2020 by shieldsandboris
Your real estate holdings, life insurance, bank accounts and retirement savings won’t magically flow into your trust.
Scottish Actor Sean Connery May Have Had Dementia
Posted on November 27, 2020 by shieldsandboris
Iconic Scottish actor Sean Connery, who has died at the age of 90, suffered from dementia in his final years, his widow Micheline Roquebrune revealed on Sunday.
Does Pandemic have an Impact on Financial Powers Of Attorney?
Posted on November 26, 2020 by shieldsandboris
We have all seen the heartbreaking stories about people dying in hospitals from Covid-19 without family present. We’ve also heard about the tragic decisions healthcare workers must make when time and resources are spread thin. Compounding these sad situations is that often the person who can speak for the individual suffering from Covid-19 is not present because of hospital procedures designed to prevent contagion.
What are the Responsibilities of a Trustee?
Posted on November 20, 2020 by shieldsandboris
A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has a ‘fiduciary duty’ to serve the grantor and not benefit personally.
A Guide to Alzheimer's Care
Planning for someone who has Alzheimer’s disease can be complicated. Proper planning in advance can help alleviate many frustrations as the disease progresses. The time to act is now. Learn the steps for proper planning from our eBook to ensure that things are handled according to your wishes and that you’ve taken the best steps possible to protect your loved ones and your family’s financial security.
When Someday Arrives
We wrote this book for retirees and child caregivers as a tool to allow you to stay at home as long as possible and as a guide of what to do if you or a loved one cannot stay at home. We believe every family has a legacy to protect, and it is our job to protect that legacy. The greatest risk to today’s retiree is a long-term care health crisis. Request your copy today to prepare for what the future holds.
What To Do When A Loved One Dies
Consumers and financial planners, use this book as a down-to-earth primer of estate planning and elder law! Learn about the duties, rights, and responsibilities of the executor or administrator of an estate and what you should expect from competent legal counsel when you have to probate an estate. Find tools such as a guide to help you retain competent counsel and even an estate organizer so you can organize your own affairs.
Don't Go Broke in a Nursing Home
Take back control of your life and provide excellent long-term care for your aging loved ones without going broke in the process. Find creative financial strategies to protect your assets and the quality of care you receive. In addition, learn about little-known tax incentives, how to choose the right home care providers, long-term care facilities, and how to manage the crisis.